Kruger Wealth Management - Bloomington, Minnesota

Kruger Wealth Management: Trusted Financial Planning in Bloomington, MN

Nestled in the heart of Bloomington, Minnesota, Kruger Wealth Management stands as a beacon of financial wisdom, dedicated to guiding individuals and families towards a secure financial future. With a commitment to personalized service and expert guidance, this esteemed financial planning firm has been serving the local community for years, earning a reputation for excellence.

Main Services

• Comprehensive Financial Planning: Kruger Wealth Management offers holistic financial planning services, tailored to each client's unique situation and goals. This comprehensive approach encompasses investment strategies, retirement planning, tax planning, estate planning, and risk management.
• Investment Management: The team at Kruger Wealth Management employs a disciplined, evidence-based investment approach to help clients grow and preserve their wealth. They offer portfolio management services, tailored to align with each client's investment objectives, risk tolerance, and time horizon.
• Retirement Planning: Whether you're just starting your career or nearing retirement, Kruger Wealth Management can help you navigate the complexities of retirement planning. They provide guidance on savings strategies, pension plans, Social Security benefits, and more.
• Tax Planning & Preparation: Kruger Wealth Management understands the intricacies of tax laws and how they impact your financial situation. They offer tax planning strategies to help minimize your tax liability and prepare your tax returns.
• Estate Planning: A well-crafted estate plan can protect your assets and ensure they are distributed according to your wishes. Kruger Wealth Management helps clients navigate the complexities of estate planning, including wills, trusts, and probate.

Location and Access

Kruger Wealth Management is conveniently located at 6018 Timberglade Cir, Bloomington, MN 55438, United States. Situated in the scenic, suburban neighborhood of Bloomington, the office is easily accessible from major highways, including Interstate 494 and Minnesota State Highway 77.

Nearby public transportation includes the Bloomington Ferry Bridge and the Bloomington Metrolink Station, both within a short drive of the office. Free parking is available on-site, with wheelchair-accessible car park spaces provided. The building is also wheelchair-accessible, with a dedicated entrance and toilet facilities.

Featured Characteristics

• Personalized Service: Kruger Wealth Management believes in building lasting relationships with their clients. They take the time to understand each client's unique financial situation and goals, providing tailored, personalized advice.
• Expertise and Experience: The team at Kruger Wealth Management brings a wealth of experience and expertise to the table. They are committed to ongoing professional development, staying up-to-date with the latest financial planning trends and best practices.
• Transparent Communication: Kruger Wealth Management values open and honest communication. They strive to keep clients informed and involved in the financial planning process, ensuring that clients understand their strategies and progress.
• Community Involvement: Kruger Wealth Management is deeply committed to the Bloomington community. They support local charities and organizations, reflecting their dedication to making Bloomington a better place to live and work.

Practical Information

To schedule an appointment with Kruger Wealth Management, it is recommended to call ahead or use the online contact form on their website. Appointments are typically recommended to ensure optimal service and attention.

Kruger Wealth Management is committed to providing a comfortable and welcoming environment for all clients. The office is equipped with modern facilities, including a comfortable waiting area and private consulting rooms.

Customer Reviews

Kruger Wealth Management has received high praise for their professionalism and dedication. With an average rating of 5/5 on Google My Business, customers commend the firm's personalized approach and excellent communication. Lowell has been highly praised for his excellent service and regular updates throughout the financial planning process.

One satisfied client shared, 'Lowell has been excellent to work with. He has been in contact with me and has updated me on every step of my financial journey.' This testimonial highlights Kruger Wealth Management's commitment to keeping clients informed and involved in the financial planning process.

👍 Reviews of Kruger Wealth Management

PATRICE F.

5/5

Lowell has been excellent to work with. He has been in contact with me and has updated me on every step of my financial journey.